Ultra Clean (NASDAQ:UCTT) Issues Q1 2026 Earnings Guidance

Ultra Clean (NASDAQ:UCTT) updated its first quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.180-0.340 for the period, compared to the consensus estimate of 0.220. The company issued revenue guidance of $505.0 million-$545.0 million, compared to the consensus revenue estimate of $509.6 million.

Ultra Clean Stock Performance

Shares of NASDAQ UCTT traded up $2.26 during trading hours on Monday, hitting $61.41. 1,623,729 shares of the stock were exchanged, compared to its average volume of 1,183,790. The firm has a market capitalization of $2.79 billion, a P/E ratio of -17.20, a P/E/G ratio of 1.74 and a beta of 2.02. Ultra Clean has a one year low of $16.66 and a one year high of $61.64. The company has a debt-to-equity ratio of 0.60, a current ratio of 3.21 and a quick ratio of 1.91. The company’s 50 day moving average is $39.50 and its 200 day moving average is $30.73.

Analysts Set New Price Targets

UCTT has been the topic of several research reports. Weiss Ratings reissued a “sell (d)” rating on shares of Ultra Clean in a report on Monday, December 29th. Oppenheimer reiterated an “outperform” rating on shares of Ultra Clean in a research report on Wednesday, October 29th. Needham & Company LLC upped their target price on shares of Ultra Clean from $35.00 to $50.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, TD Cowen raised their target price on shares of Ultra Clean from $30.00 to $35.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Three research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $38.33.

Insider Transactions at Ultra Clean

In other Ultra Clean news, Director David T. Ibnale sold 23,500 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $26.63, for a total transaction of $625,805.00. Following the completion of the transaction, the director owned 45,241 shares of the company’s stock, valued at $1,204,767.83. This represents a 34.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 1.90% of the company’s stock.

Institutional Trading of Ultra Clean

A number of hedge funds have recently made changes to their positions in the business. Quadrant Capital Group LLC raised its stake in Ultra Clean by 40.3% in the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 284 shares in the last quarter. Pitcairn Co. boosted its position in shares of Ultra Clean by 3.3% during the 2nd quarter. Pitcairn Co. now owns 16,396 shares of the semiconductor company’s stock worth $370,000 after acquiring an additional 523 shares in the last quarter. State of Wyoming increased its stake in Ultra Clean by 45.7% in the fourth quarter. State of Wyoming now owns 1,825 shares of the semiconductor company’s stock valued at $46,000 after acquiring an additional 572 shares during the last quarter. LPL Financial LLC raised its position in Ultra Clean by 4.5% during the fourth quarter. LPL Financial LLC now owns 26,798 shares of the semiconductor company’s stock valued at $679,000 after purchasing an additional 1,147 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Ultra Clean by 5.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,425 shares of the semiconductor company’s stock valued at $566,000 after purchasing an additional 1,257 shares in the last quarter. 96.06% of the stock is owned by institutional investors and hedge funds.

Ultra Clean Company Profile

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.